Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW) during Q3 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR US QUALITY DIVID.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.28M+ 27124.23% |
$97.5M - $107M
|
1.29M
$107M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
837K+ 8.07% |
$63.5M - $69.6M
|
11.2M
$933M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
726KNew |
$55.1M - $60.4M
|
726K
$60.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
486K+ 102.89% |
$36.9M - $40.5M
|
959K
$79.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
273K+ 3.37% |
$20.7M - $22.7M
|
8.38M
$698M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
254K+ 95.9% |
$19.3M - $21.1M
|
519K
$43.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
234K+ 27.44% |
$17.8M - $19.5M
|
1.09M
$90.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
229K+ 25.66% |
$17.4M - $19M
|
1.12M
$93.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
205K+ 1.78% |
$15.6M - $17.1M
|
11.7M
$977M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
204K+ 1.09% |
$15.5M - $17M
|
18.9M
$1.57B
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
196K+ 46.33% |
$14.9M - $16.3M
|
619K
$51.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
174K+ 6.86% |
$13.2M - $14.5M
|
2.71M
$226M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
165K+ 2.76% |
$12.6M - $13.8M
|
6.15M
$512M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
141K+ 120.39% |
$10.7M - $11.8M
|
259K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
127K+ 11.13% |
$9.66M - $10.6M
|
1.27M
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
127K+ 33.19% |
$9.64M - $10.6M
|
510K
$42.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
112KNew |
$8.49M - $9.31M
|
112K
$9.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
88.4K+ 53.41% |
$6.71M - $7.35M
|
254K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.8K+ 4.07% |
$5.83M - $6.39M
|
1.97M
$164M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
69.6K+ 124.43% |
$5.28M - $5.79M
|
126K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
63.4K+ 205.32% |
$4.81M - $5.27M
|
94.3K
$7.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.7K+ 4.44% |
$4.68M - $5.13M
|
1.45M
$121M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
54KNew |
$4.1M - $4.49M
|
54K
$4.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
52.2K+ 21.67% |
$3.96M - $4.34M
|
293K
$24.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
50.2K+ 30.27% |
$3.81M - $4.17M
|
216K
$18M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
49.7KNew |
$3.77M - $4.14M
|
49.7K
$4.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
49.6K+ 7.7% |
$3.76M - $4.12M
|
693K
$57.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.8KNew |
$3.55M - $3.89M
|
46.8K
$3.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
44.2K+ 42.17% |
$3.35M - $3.67M
|
149K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
44.1K+ 40.06% |
$3.34M - $3.67M
|
154K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
43.9K+ 723.44% |
$3.33M - $3.65M
|
49.9K
$4.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
37.3K+ 6.18% |
$2.83M - $3.1M
|
640K
$53.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35K+ 190.22% |
$2.66M - $2.91M
|
53.4K
$4.45M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
34.8K+ 30.47% |
$2.64M - $2.9M
|
149K
$12.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
33.2K+ 25.07% |
$2.52M - $2.76M
|
165K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
31.8K+ 4.32% |
$2.41M - $2.65M
|
769K
$64M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.7K+ 7.79% |
$2.41M - $2.64M
|
439K
$36.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.7K+ 4.88% |
$2.33M - $2.56M
|
660K
$55M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.9K+ 8.35% |
$2.19M - $2.4M
|
375K
$31.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.5K+ 77.09% |
$2.08M - $2.29M
|
63.1K
$5.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
26.8K+ 3.62% |
$2.04M - $2.23M
|
769K
$64M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.9K+ 3.86% |
$1.89M - $2.07M
|
668K
$55.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.6K+ 6.23% |
$1.87M - $2.05M
|
420K
$35M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
24K+ 22.78% |
$1.82M - $1.99M
|
129K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
23.4K+ 21.19% |
$1.78M - $1.95M
|
134K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
23.4KNew |
$1.78M - $1.95M
|
23.4K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.3K+ 23.24% |
$1.76M - $1.94M
|
123K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
22.5K+ 5.61% |
$1.71M - $1.87M
|
424K
$35.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
21.9K+ 77.68% |
$1.66M - $1.83M
|
50.2K
$4.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
21.8KNew |
$1.65M - $1.81M
|
21.8K
$1.81M
|